Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
The Create Multiple Accounts facility is used to create new account records based on the funds, account codes and account segments defined in Configuration. For example, if the system is defined with 3 segments for the account number, e.g. Fund, Account Code, Dept Segment, this facility can be used to create the expense accounts for each department automatically.
Note: This feature is only available if all segment values are defined in Tables.
To create multiple accounts at once:
1. In Records, Accounts, click Create Multiple Accounts.
2. Enter the appropriate filters and click Preview.
3. Unmark any accounts that should not be created, and click Create Accounts.
Note: If the criteria used to create the accounts creates more accounts than are needed, accounts can be deleted as long as no activity (posted activity and/or budgets) has been added to the account.
Account Records can also be created automatically (i.e. on the fly) by establishing Business Rules in Configuration to allow creation of accounts automatically or to ask before creating. Verify the users' security rights are correctly configured before turning this option on. Failure to do so may result in the creation of unnecessary account records.